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Serica Partners
Serica is a global technology and financial advisory firm that empowers innovators to leverage the size and agility of the Chinese market to solve the world’s...
Serica Partners
Serica is a global technology and financial advisory firm that empowers innovators to leverage the size and agility of the Chinese market to solve the world’s most pressing challenges.
General information
Firm type
RIA
Year founded
2016
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Additional offices
Shanghai, China
Principals
Benjamin Heller
Senior Partner
Sarunas Simulynas
Partner
Duke Wang
Lead Mediator and Financial Analyst
Sector focus
Frequently asked questions
Who runs investment decisions at Serica Partners?
Benjamin Heller, Sarunas Simulynas, and Duke Wang are the named partners. Heller oversees cross-border transactions and business development. Simulynas leads strategy and technical analysis. Wang manages the Chinese subsidiary and financial analysis.
How does Serica source proprietary deal flow?
Serica uses its Serica Launchpad network, which includes multinationals, state-owned enterprises, unicorns, investment firms, and startups in China. The firm's joint venture with Hakim Unique Group provides access to that conglomerate's portfolio and domestic infrastructure.
Is Serica structured as a single family office or does it operate more like a venture firm?
Serica describes itself as a global technology and financial advisory firm. It is not a family office in the traditional sense — it provides advisory services and market representation, not investment management. Its joint venture with Hakim Unique Group gives it a hybrid structure that includes access to a $32B conglomerate's resources (per the firm).
Does Serica participate in fund commitments or only direct deals?
Serica primarily provides advisory services — financial advisory (M&A, joint ventures, deal flow) and market representation (innovation sourcing, technology licensing, board governance). It does not disclose fund commitments or direct investment activities on its website.
What investment stages does Serica typically target?
Serica works with purpose-driven scaleups (companies past Series B), multinationals, and investment firms. Its strategy services are offered to companies at the entry, localization, or innovation stage, with average project costs between $30,000 and $60,000.
Which sectors does Serica explicitly avoid?
Serica does not publicly disclose any sectors it explicitly avoids. Its website lists six target sectors: healthcare, clean technology, mobility, digital commerce, fintech, and education.
Where does the underlying wealth come from?
Serica does not disclose its wealth origin. The firm is privately owned, and no individual or family is identified as the source of capital.
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